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Transition from personal to managed Meta Accounts

This article describes how to transition access to your Meta business tools from using personal accounts to managed Meta Accounts.

With the release of managed Meta Accounts, you can now enable users to access your Meta Business tools without the need for a personal Facebook profile.

Managed Meta Accounts are designed for business use, offering features like single sign-on (SSO) and automatic account provisioning. These accounts enable users to access Meta business tools, such as Business Manager and Meta for Work, using their work credentials instead of their personal Facebook accounts.

As an administrator of Business Manager or Meta for Work, you must follow the official steps provided by Meta to transition users to managed Meta Accounts. For end users, after the transition, they must simply log in using their existing identity provider (IdP), such as Okta or Entra ID (formerly Azure AD). One key benefit of this transition is that users can access everything through a single interface using Cerby.

Users do need to store their credentials within Cerby; instead, they can authenticate and access the Meta services with their corporate account. This approach simplifies the transition and ensures a streamlined experience for managing Meta Accounts alongside other tools.

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IMPORTANT: Meta for Workarrow-up-right was released in July 2023 for beta testing, and some organizations have been transitioning to replace personal Facebook profiles as the default login for Meta Business Manager. Note that this feature is currently available to selected customers only. For more information or to ask about eligibility, please contact your Meta support representative.

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Transition from personal to managed Meta Accounts

The following are the main steps you must follow to migrate from your personal account to managed Meta Accounts:

  1. Complete your migration to managed Meta Accounts

  2. Update the login method in Cerby

The following sections describe each main step.

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1. Complete your migration to managed Meta Accounts

The Meta transition from Facebook personal accounts to managed Meta Accounts is designed to improve security and streamline user access to business resources without relying on personal Facebook profiles. This change means more efficient administrative features, such as SSO and automatic account provisioning.

To learn, prepare, and perform the migration process from personal to managed Meta Accounts, ensure to review the following official Meta articles:

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2. Update the users’ login method in Cerby

To update the users’ login method in Cerby, you must complete the next substeps:

2.1. Update the login method of the Meta business hub

2.2. Sync the user information in the Meta business hub

The following sections describe each substep.

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2.1. Update the login method of the Meta business hub

To update the login method of the Meta business hub, you must complete the next steps:

  1. Log in to your corresponding Cerbyarrow-up-right workspace.

  2. Select the Business Hubs option from the left navigation drawer. The Business Hubs view is displayed.

  3. Click the Settings () icon of the corresponding Meta business hub card. The business hub details page is displayed with the Settings tab activated.

  4. Click the Edit button in the User management and login field of the Settings section. The Update user management and login method dialog box is displayed.

  5. Select the Single sign on (SSO) option in the drop-down field in the dialog box.

  6. Click the Done button. A success message is displayed.

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2.2. Sync the user information in the Meta business hub

To sync the user information in the Meta business hub, you must complete the next steps:

  1. Log in to your corresponding Cerbyarrow-up-right workspace.

  2. Select the Business Hubs option from the left navigation drawer. The Business Hubs view is displayed.

  3. Click the Settings () icon of the corresponding Meta business hub card. The business hub details page is displayed with the Settings tab activated.

  4. Click the Check for updates button located at the top-right section of the page. A message box is displayed with information about the process.

NOTE: The check and import process may take a few minutes depending on the number of users and assets, and because Cerby automatically matches users to their corresponding Cerby account. You can review the progress of the automation task through the Automation view; when the process is complete, a success message box is displayed.

  1. Activate the Members tab to review the list of synced users in the User Overview section.

Now you are done. The next time users log in to Meta, they must use their corporate SSO.

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